Lutz Financial Services’s WisdomTree US LargeCap Dividend Fund DLN Stock Holding History

Lutz Financial Services’s Portfolio DLN Stock Details DLN Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	$666K	Hold	7,456	–	–	0.04%	69
2025 Q4	$657K	Hold	7,456	–	–	0.04%	71
2025 Q3	$649K	Hold	7,456	–	–	0.05%	69
2025 Q2	$612K	Hold	7,456	–	–	0.05%	67
2025 Q1	$592K	Hold	7,456	–	–	0.05%	68
2024 Q4	$580K	Buy	7,456 +3,410	+84%	+$272K	0.05%	69
2024 Q3	$318K	Hold	4,046	–	–	0.03%	77
2024 Q2	$294K	Hold	4,046	–	–	0.03%	80
2024 Q1	$292K	Hold	4,046	–	–	0.03%	78
2023 Q4	$269K	Hold	4,046	–	–	0.03%	77
2023 Q3	$249K	Hold	4,046	–	–	0.03%	73
2023 Q2	$257K	Hold	4,046	–	–	0.03%	73
2023 Q1	$250K	Hold	4,046	–	–	0.03%	72
2022 Q4	$251K	Hold	4,046	–	–	0.03%	72
2022 Q3	$224K	Hold	4,046	–	–	0.03%	68
2022 Q2	$239K	Buy	+4,046	New	+$254K	0.03%	66

Other funds holding DLN

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Focus Partners Wealth Boston, Massachusetts $89.9B AUM 20.5% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return

GVAG

Great Valley Advisor Group Wilmington, Delaware $5.5B AUM 20.56% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Trilogy Capital Irvine, California $2.58B AUM 22.97% 1-Year Est. Return

Lutz Financial Services's DLN Position: Q1 2026 in Review

Lutz Financial Services held its WisdomTree US LargeCap Dividend Fund (DLN) position steady in Q1 2026 at 7,456 shares worth $666K. The position accounts for 0.04% of the portfolio, ranked #69.

Lutz Financial Services first reported a position in DLN in Q2 2022 and has held it in 16 quarters since. 465 funds tracked by Wall St. Rank hold DLN as of Q1 2026.

Lutz Financial Services held 7,456 shares of WisdomTree US LargeCap Dividend Fund worth $666K as of Q1 2026.
Lutz Financial Services left its WisdomTree US LargeCap Dividend Fund share count unchanged in Q1 2026.
WisdomTree US LargeCap Dividend Fund made up 0.04% of Lutz Financial Services's portfolio in Q1 2026, its #69 holding.
Lutz Financial Services first reported a position in WisdomTree US LargeCap Dividend Fund in Q2 2022 and has held it in 16 quarters since.
465 funds tracked by Wall St. Rank held WisdomTree US LargeCap Dividend Fund as of Q1 2026.

Based on Lutz Financial Services's 13F filing for Q1 2026, filed 4 May 2026.